Story Wealth Management | Services Offered – Investment Portfolio Management
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Services Offered – Investment Portfolio Management

Investment Portfolio Management

Where we manage investment portfolios for clients, we are committed to keeping you informed and up-to-date with accurate information regarding your portfolio. We can provide ongoing Portfolio Management and Reporting Services via recommended investment platforms, including:

  • On-line access to secure account information at all times
  • Investment transaction information – managed funds, shares, cash and deposits
  • Summary of portfolio asset allocation
  • Rate of return analysis – income and capital growth
  • Realised and unrealised CGT information
  • Consolidated tax reporting – interest, dividends, capital gains, franking credits

Our aim is to help our clients manage their sometimes complex affairs in a coordinated, efficient manner. We also like to ensure that you have access to data and information as required, and therefore the ability to make informed decisions.